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Wells Fargo

2,866 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,102 increasing their positions, 989 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

8% more funds holding

Funds holding: 2,6442,866 (+222)

1.99% more ownership

Funds ownership: 74.54%76.53% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,866
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.85B
Puts
$5.44B
Net Calls
Net Calls Change

Top Buyers

1 +$634M
2 +$279M
3 +$271M
4
UBS AM
UBS AM
Illinois
+$206M
5
Harris Associates
Harris Associates
Illinois
+$182M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
2726
Rialto Wealth Management
New York
$44.5K
HFS
2727
Hughes Financial Services
Virginia
$44.4K
JFG
2728
JDM Financial Group
Texas
$43.3K
DF
2729
Dunhill Financial
United Kingdom
$42.8K
MCM
2730
MidAtlantic Capital Management
Virginia
$42.1K
PAM
2731
Parvin Asset Management
South Dakota
$41.9K
AIA
2732
Aventus Investment Advisors
Florida
$41K
NSG
2733
Nalls Sherbakoff Group
Tennessee
$41K
BAM
2734
Bellevue Asset Management
Washington
$40.7K
1M
2735
1248 Management
Missouri
$40.6K
AF
2736
Aviso Financial
Ontario, Canada
$40.3K
CRI
2737
Commonwealth Retirement Investments
Virginia
$40K
BFPW
2738
BOK Financial Private Wealth
Colorado
$39.9K
MLA
2739
MB, Levis & Associates
Pennsylvania
$39K
MWM
2740
Mascoma Wealth Management
New Hampshire
$38.9K
ACM
2741
Accent Capital Management
Ohio
$37.7K
CAM
2742
Costello Asset Management
Pennsylvania
$37.1K
CFS
2743
CGC Financial Services
Oregon
$36.9K
T
2744
Tidemark
California
$35.6K
NWM
2745
Nova Wealth Management
Florida
$35.2K
BCM
2746
Boreal Capital Management
Florida
$33.9K
FIM
2747
FWL Investment Management
Texas
$33.1K
CMA
2748
Cedar Mountain Advisors
Oregon
$32.9K
SIS
2749
Strategic Investment Solutions
Illinois
$32.7K
MIM
2750
Meridiem Investment Management
United Kingdom
$32.6K